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FKU - ETF AI Analysis
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First Trust United Kingdom AlphaDEX Fund (FKU)
Rating:70Neutral
Price Target:―
Positive Factors
Broad Sector Mix Within the UK
The fund spreads its investments across many sectors, which helps reduce the impact if any one industry in the UK runs into trouble.
Generally Strong Top Holdings
Most of the largest positions have shown positive performance so far this year, which has supported the ETF’s recent gains.
Solid Recent Performance Trend
The ETF has delivered steady gains over the past month and quarter, suggesting its strategy has been working in the current market.
Negative Factors
High UK Concentration
With almost all assets invested in UK companies, the fund is heavily exposed to the health of the UK economy and its currency.
Expensive for an ETF
The fund’s relatively high expense ratio means more of the return is eaten up by fees compared with many other ETFs.
Sector Tilt Toward Financials and Materials
Large weights in financial and materials stocks make the ETF more vulnerable if these economically sensitive sectors weaken.
FKU vs. SPDR S&P 500 ETF (SPY)
AUM109.34M
RegionEurope
Expense Ratio0.80%
Beta0.64
IssuerFirst Trust
Inception DateFeb 14, 2012
Dividend Yield2.69%
Asset ClassEquity
Index TrackedNASDAQ AlphaDEX United Kingdom Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume53,294
30 Day Avg. Volume12,272
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
57.45Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering75
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FKU Summary
FKU is an exchange-traded fund that follows the NASDAQ AlphaDEX United Kingdom Index, giving you broad exposure to UK stocks using a rules-based stock-picking approach. It holds companies across many sectors, including financials, materials, and consumer businesses, with well-known names like Vodafone and Standard Chartered in the mix. Someone might invest in FKU to diversify outside their home country and tap into the long-term growth potential of the UK market while spreading risk across large, mid, and small companies. A key risk is that its value can rise or fall with the UK stock market and its specific stock selection method.
How much will it cost me?The First Trust United Kingdom AlphaDEX Fund (FKU) has an expense ratio of 0.8%, which means you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, using a proprietary stock selection process to try to outperform traditional market indexes.
What would affect this ETF?The First Trust United Kingdom AlphaDEX Fund (FKU) could benefit from positive developments in the UK economy, such as growth in the financial and consumer cyclical sectors, which make up a significant portion of its holdings. However, challenges like rising interest rates or economic uncertainty in Europe could negatively impact its performance, particularly in sectors like real estate and consumer spending. Additionally, regulatory changes or geopolitical tensions affecting the UK could influence the ETF's returns.
FKU Top 10 Holdings
FKU is very much a UK story, with performance steered by a mix of financials, miners, and real estate names. Beazley and Standard Chartered are helping the fund, as rising bank and insurance shares give the financials sleeve some real punch. Gold-focused Fresnillo and Endeavour Mining have also been climbing, adding shine from the materials side. On the flip side, 3i Group has been losing steam and acting as a bit of a brake, while Berkeley Group and Balfour Beatty are more steady than exciting, keeping returns grounded rather than soaring.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Beazley | 3.08% | $3.39M | £7.24B | 46.95% | 76 Outperform | |
| Endeavour Mining | 2.46% | $2.71M | £11.04B | 169.00% | ― | |
| FRESNILLO | 2.41% | $2.65M | £28.43B | 426.68% | 76 Outperform | |
| Vodafone | 2.41% | $2.65M | £26.58B | 71.96% | 63 Neutral | |
| The Berkeley Group Holdings | 2.37% | $2.60M | £4.19B | 13.88% | 70 Outperform | |
| Tritax Big Box REIT | 2.37% | $2.60M | £4.67B | 17.40% | 83 Outperform | |
| Balfour Beatty | 2.25% | $2.47M | £3.71B | 64.34% | 76 Outperform | |
| 3i Group plc | 2.20% | $2.41M | £34.97B | -16.88% | 78 Outperform | |
| Shell (UK) | 2.19% | $2.40M | £162.38B | 7.18% | 73 Outperform | |
| Bank of Georgia Group Plc | 2.18% | $2.39M | £4.21B | 83.71% | ― |
FKU Technical Analysis
Positive
―
Price Trends
52.02
Positive
49.75
Positive
47.56
Positive
Market Momentum
0.85
Positive
59.48
Neutral
65.10
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FKU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 54.36, equal to the 50-day MA of 52.02, and equal to the 200-day MA of 47.56, indicating a bullish trend. The MACD of 0.85 indicates Positive momentum. The RSI at 59.48 is Neutral, neither overbought nor oversold. The STOCH value of 65.10 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FKU.
FKU Peer Comparison
Comparison Results
Performance Comparison
FKU
First Trust United Kingdom AlphaDEX Fund
55.36
16.43
42.20%
EWU
iShares MSCI United Kingdom ETF
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―
―
FLGB
Franklin FTSE United Kingdom ETF
―
―
―
SPEU
SPDR Portfolio Europe ETF
―
―
―
DBEU
Xtrackers MSCI Europe Hedged Equity ETF
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―
―
EWUS
iShares MSCI United Kingdom Small Cap ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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